Berger Financial Group, Inc Ishares Barclays 1 3 Year Trea Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Berger Financial Group, Inc holds 8,124 shares of SHY stock, worth $672,910. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,124

Previous 5,718 42.08%

Holding current value

$672,910

Previous $473,000 42.28%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$82.38 - $83.0 $198,206 - $199,698	2,406 Added 42.08%	8,124 $673,000
Q2 2025 Jul 22, 2025	SELL	$82.21 - $83.12 $50,970 - $51,534	-620 Reduced 9.78%	5,718 $473,000
Q1 2025 May 12, 2025	SELL	$81.83 - $82.73 $70,537 - $71,313	-862 Reduced 11.97%	6,338 $524,000
Q4 2024 Feb 14, 2025	BUY	$81.68 - $82.93 $71,960 - $73,061	881 Added 13.94%	7,200 $590,000
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $2,520 - $2,581	-31 Reduced 0.49%	6,319 $525,000

Q2 2024 Aug 14, 2024	SELL	$81.05 - $81.66 $42,227 - $42,544	-521 Reduced 7.58%	6,350 $518,000
Q1 2024 Apr 16, 2024	SELL	$81.49 - $82.34 $6,519 - $6,587	-80 Reduced 1.15%	6,871 $561,000
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $1,209 - $1,230	15 Added 0.22%	6,951 $570,000
Q3 2023 Nov 03, 2023	BUY	$80.71 - $81.38 $85,471 - $86,181	1,059 Added 18.02%	6,936 $561,000
Q2 2023 Aug 10, 2023	BUY	$81.05 - $82.41 $476,330 - $484,323	5,877 New	5,877 $476,000

Others Institutions Holding SHY

# of Institutions

1,341

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Berger Financial Group, Inc Ishares Barclays 1 3 Year Trea Transaction History